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STICKING POINT! Process Automation Routing Records with Approvals
"Challenge not yet complete... here's what's wrong:
Account setup for challenge incomplete. Please add 'Prospect', 'Customer' and 'Pending' picklist values to the Account 'Type' field"
Working on the challenge for
Process Automation: Routing Records with Approvals
Everything is lock-tight except for one detail pictured in screenshot.
I felt like I tried every permutation in the book to fix this (all acounts are synced, all process is in order, I have reset, redefined and created everything that seems feasable) but apparently I am missing this, or it would have worked. Any advice would be greatly appreciated.
Thank you!
Please follow below step:-
Setup--> Account--> Field
Then Select type field
Then add picklist values.
I hope that will help. Then you need to update your workflow and need to use new picklist values.
1) On Initial Submission Actions to set Type field Pending
2) On Final Approval Actions to set Type field as Customer
3) On Final Rejection Actions to set Type field as Prospect
Please let us know if this will help you
Thanks,
Amit Chaudhary
amit.salesforce21@gmail.com
All Answers
(Account: TypeequalsProspect) and (Account: Employeesgreater than500)
And you need to create three workflow field update to set Type field
1) On Initial Submission Actions to set Type field Pending
2) On Final Approval Actions to set Type field as Customer
3) On Final Rejection Actions to set Type field as Prospect
Like below screen shot:-
NOTE:- Please add three picklist "Pending" , "Customer" and "Prospect" in Account Type field.
Please let us know if this will help you.
Thanks
Amit Chaudhary
Thank you Amit!
So here is what I have set so far. Looks solid. But how do I
add three picklist "Pending" , "Customer" and "Prospect" in Account Type field? I am stil getting the same error message as posted above. You can see my work below. I feel like I am somehow missing the simplest thing.
Thank you so much for your help!
Hi Jason - your problem is actually not related to the Approval Process at all. I think you're missing the first requirement for the challenge - "The Account object's Type field must have the following picklist values: Prospect, Customer, Pending. Before creating the approval process, verify the values in your Account object setup".
In order to complete that requirement, you'll have to go to Customize-->Account-->Fields in Setup and edit the 'Type' field. There you can add the 3 picklist values listed in the challenge and then come back to the approval process. Hope this helps!
Sandeep
Please follow below step:-
Setup--> Account--> Field
Then Select type field
Then add picklist values.
I hope that will help. Then you need to update your workflow and need to use new picklist values.
1) On Initial Submission Actions to set Type field Pending
2) On Final Approval Actions to set Type field as Customer
3) On Final Rejection Actions to set Type field as Prospect
Please let us know if this will help you
Thanks,
Amit Chaudhary
amit.salesforce21@gmail.com
Ok; worked through that (just needed to click 'Type' not 'edit', but now it is telling me "The process did not set the correct Type value on submitting for approval". Thoughts here?
And you need to create three workflow field update to set Type field
1) On Initial Submission Actions to set Type field Pending
2) On Final Approval Actions to set Type field as Customer
3) On Final Rejection Actions to set Type field as Prospect
Please let us k now if this will help you.
Thanks,
Amit Chaudhary
Oh! As a point of mention just to fill in all the steps in case anyone else needs guidance through this: when editing 'Account-> Field -> Type', be certain that when you scroll to type, cloick 'Type' NOT edit to add the values to the picklist.
I deleted the field i created in account as "Account Type" with the picklist customer, pending and prosepect but now when i tried to put it under "type" in account it gives me an error. I deleted the workflow process and the "account type" field I had created with the picklist values but I still receive these error messages. Any help?
Hi, Eric!
I actually got the same problem.
The only way to figure it ouy is to create a new DE account.
Im having problems with this. When trying to create the piclist values, they automatically go to the object case and not the account even though im in the account object. I dont understand this and its driving me crazy. What to do?
Initial Submission Actions:" Field to update" should be "Account:Type" right? I am not having that option in the dropdown menu, any suggestions why I am not getting the option ....
Thank you,
Tulasi
The error message: The process did not set the correct Type value on submitting for approval.
Here are the values available on the Type field:
Here is an overall look at the approval process
Here is the detail on the first Field Update called 'Pending'
Challenge Not yet complete... here's what's wrong:
Can't find the necessary account type options. Add 'Prospect', 'Customer' and 'Pending' as picklist values for the Type field on the Account object.